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How to connect Harvest and RingCentral
Create a New Scenario to Connect Harvest and RingCentral
In the workspace, click the “Create New Scenario” button.
Add the First Step
Add the first node – a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Harvest, triggered by another scenario, or executed manually (for testing purposes). In most cases, Harvest or RingCentral will be your first step. To do this, click "Choose an app," find Harvest or RingCentral, and select the appropriate trigger to start the scenario.
Add the Harvest Node
Select the Harvest node from the app selection panel on the right.
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Add the RingCentral Node
Next, click the plus (+) icon on the Harvest node, select RingCentral from the list of available apps, and choose the action you need from the list of nodes within RingCentral.
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Authenticate RingCentral
Now, click the RingCentral node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your RingCentral settings. Authentication allows you to use RingCentral through Latenode.
Configure the Harvest and RingCentral Nodes
Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.
Set Up the Harvest and RingCentral Integration
Use various Latenode nodes to transform data and enhance your integration:
- Branching: Create multiple branches within the scenario to handle complex logic.
- Merging: Combine different node branches into one, passing data through it.
- Plug n Play Nodes: Use nodes that don’t require account credentials.
- Ask AI: Use the GPT-powered option to add AI capabilities to any node.
- Wait: Set waiting times, either for intervals or until specific dates.
- Sub-scenarios (Nodules): Create sub-scenarios that are encapsulated in a single node.
- Iteration: Process arrays of data when needed.
- Code: Write custom code or ask our AI assistant to do it for you.
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Save and Activate the Scenario
After configuring Harvest, RingCentral, and any additional nodes, don’t forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.
Test the Scenario
Run the scenario by clicking “Run once” and triggering an event to check if the Harvest and RingCentral integration works as expected. Depending on your setup, data should flow between Harvest and RingCentral (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect Harvest and RingCentral
RingCentral + Slack + Harvest: When a call ends in RingCentral, a Slack message reminds you to log billable time in Harvest.
RingCentral + Google Calendar + Harvest: When a RingCentral call ends, create a Google Calendar event with the call details and then create a time entry in Harvest with the call duration.
Harvest and RingCentral integration alternatives
About Harvest
Automate time tracking with Harvest in Latenode. Sync time entries to accounting, payroll, or project management. Create flows that auto-generate invoices or trigger alerts for budget overruns. Latenode provides the flexibility to connect Harvest data to other apps and add custom logic, avoiding manual updates and delays.
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About RingCentral
Integrate RingCentral with Latenode to automate call logging, SMS alerts, and contact management. Trigger workflows based on call events, automatically updating records in other apps like CRMs or support tools. Use Latenode's visual editor and scripting nodes for customized call handling and data synchronization.
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See how Latenode works
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FAQ Harvest and RingCentral
How can I connect my Harvest account to RingCentral using Latenode?
To connect your Harvest account to RingCentral on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Harvest and click on "Connect".
- Authenticate your Harvest and RingCentral accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I get RingCentral call data in Harvest?
Yes, you can! Latenode lets you log RingCentral call details directly into Harvest. Track time spent on client calls automatically, improving reporting and billing accuracy.
What types of tasks can I perform by integrating Harvest with RingCentral?
Integrating Harvest with RingCentral allows you to perform various tasks, including:
- Automatically logging RingCentral call durations as Harvest time entries.
- Creating Harvest projects based on new RingCentral customer accounts.
- Sending SMS reminders via RingCentral for upcoming Harvest deadlines.
- Triggering RingCentral calls when a Harvest invoice becomes overdue.
- Notifying teams via RingCentral when Harvest projects reach budget limits.
What advanced automation options exist for Harvest on Latenode?
Latenode allows JavaScript code, AI prompts, and advanced logic to create custom Harvest automations tailored to your specific business needs.
Are there any limitations to the Harvest and RingCentral integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Historical data migration requires custom scripting.
- Complex RingCentral IVR integrations may need advanced configuration.
- Real-time call data updates depend on RingCentral's API availability.
